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Lauren Michele Maher

Matter Family Office

St Louis, MO

CRD 6682410

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Employer firm

Matter Family Office CRD 106806

$3.81B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • Educational seminars
  • CREATE & ADMINISTER LLC'S TO POOL CLIENT FUNDS TO INVEST IN SEPARATELY MANAGED INVESTMENT VEHICLES

From the firm’s Form ADV. Read the guides:

Current Employers
Matter Family Office

8001 Forsyth Blvd Suite 950, St Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2022-09-28
  • MO RA
    APPROVED
    Since 2022-09-28

Branch Locations

8001 Forsyth Blvd Suite 950, St Louis, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mariner Wealth Advisors - St. Louis, Llc St. Louis MO 02/2015 03/2018
Mariner Wealth Advisors St. Louis MO 03/2018 09/2022
Matter Family Office St Louis MO 09/2022 Present
  • 02/2015 → 03/2018
    Mariner Wealth Advisors - St. Louis, Llc
    St. Louis, MO
  • 03/2018 → 09/2022
    Mariner Wealth Advisors
    St. Louis, MO
  • 09/2022 → Present
    St Louis, MO
Previous Registrations
  • 2018-03-16 → 2022-09-13
    St. Louis, MO
  • 2016-10-22 → 2018-07-03
    Mariner Wealth Advisors
    St. Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-22
  • S65 Uniform Investment Adviser Law Examination
    2016-10-22
Designations
  • Certified Financial Planner
Other Names
  • Lauren Falley
  • Lauren M Falley
  • Lauren Michelle Maher

View on SEC IAPD

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